UMB Bank’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
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|
2025
Q1 | $77.5K | Buy |
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|
2024
Q4 | $62.9K | Buy |
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|
2024
Q3 | $51.2K | Buy |
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|
2024
Q2 | $26.9K | Buy |
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|
2024
Q1 | $24.7K | Buy |
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|
2023
Q4 | $20.2K | Hold |
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|
2023
Q3 | $16.3K | Hold |
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|
2023
Q2 | $14.6K | Hold |
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|
2023
Q1 | $13.6K | Hold |
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|
2022
Q4 | $13K | Sell |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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